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- Loraine DiSalvo
Loraine M. DiSalvo
- Alpharetta, GA
- Licensed for 22 years
- Free consultation
About Loraine
Experienced in helping you plan for and deal with life's changes. Call today 678-506-5023.
I'm an Atlanta native, but I've never lived in the actual city of Atlanta. I like to fish, ride bicycles and motorcycles, and play with cars - driving them, working on them, just looking at them, talking about them, etc. I love target shooting. My husband and I have his daughter from his first marriage, a son-in-law, and two wonderful grandkids. I know from experience what the issues created by a blended family situation are, which helps me immeasurably when dealing with clients who are part of them. I read insatiably and I try to learn at least one truly new thing everyday, so I read everything from materials which help keep me up to date in my law practice to books and articles about things which I just find interesting, like quantum physics, thermodynamics, marketing, history, other cultures, and studies about how the mind works. I also believe strongly that we should all attempt to be as polite, fair, honest, and morally and ethically correct as possible in our everyday lives, and I try to live by that belief.
Practice areas
- Estate planning: 30%
I help clients determine their needs, goals, and desires with regard to the development and implementation of Wills, trusts, powers of attorney, Advance Directives for Health Care, and related documents. This covers helping people create and execute the documents as well as helping them set up appropriate asset ownership and beneficiary designations, so that their plans work as intended.
23 years
- Trusts: 20%
I help clients create trusts, implement them, and administer them. I also help clients with trust-related disputes.
23 years
- Wills and living wills: 20%
I help clients create, update, and amend their Wills as needed. Living Wills are now covered by the Advance Directive for Health Care in Georgia, and I help my clients execute those as well as their regular Wills and other estate planning documents.
23 years
- Probate: 15%
"Probate" is not an adequate description. I help clients open and begin probate proceedings and estate administration proceeds, adminster estates, and settle estate-related disputes.
23 years
- Tax: 15%
I focus on the gift, estate, and generation-skipping transfer taxes, with a focus on income tax issues as they relate to estate planning and estate/trust administration.
23 years
Languages spoken
English
Photos and videos
Contact
Morgan & DiSalvo, P.C.
5755 North Point Parkway Suite 17
Alpharetta, GA, 30022-1143
Website
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| GA | Active Member in Good Standing | 1997 | 09/24/2020 |
| Legal answers | 1831 |
| Legal guides | 0 |
| Award name | Grantor | Date granted |
|---|---|---|
| Listed in Georgia SuperLawyers for Estate Planning & Probate | SuperLawyers | 2020 |
| AV- Preeminent | Martindale-Hubbell® | 2020 |
| Five Star Wealth Manager | Five Star Professional & Atlanta Magazine | 2019 |
| AV Preeminent Rated | Martindale-Hubbell® | 2019 |
| Included in Georgia Super Lawyers for Estate Planning & Probate | SuperLawyers | 2019 |
| Five Star Professional and Atlanta Magazine | Five Star Professional | 2018 |
|---|---|---|
| Included in Georgia Super Lawyers for Estate Planning & Probate | SuperLawyers | 2018 |
| AV Preeminent Rated | Martindale-Hubbell | 2018 |
| Five Star Professional | Atlanta Magazine & Five Star Professional | 2017 |
| Included in Georgia Super Lawyers for Estate Planning & Probate | SuperLawyers | 2017 |
| AV Rated | Martindale-Hubbell | 2017 |
| Legal Elite | Georgia Trend Magazine | 2016 |
| AV Rated | Martindale-Hubbell | 2016 |
| Included in Georgia SuperLawyers for Estate Planning & Probate | SuperLawyers | 2016 |
| Five Star Professional | Atlanta Magazine & Five Star Professional | 2016 |
| Five Star Professional | Atlanta Magazine & Five Star Professional | 2015 |
| Included in Georgia Super Lawyers for Estate Planning & Probate | Super Lawyers | 2015 |
| AV Rated | Martindale-Hubbell | 2015 |
| Five Star Wealth Manager | Atlanta Magazine | 2014 |
| Included in Georgia Super Lawyers for Estate Planning & Probate | Super Lawyers | 2014 |
| AV Rated | Martindale-Hubbell | 2014 |
| Five Star Wealth Manager | Atlanta Magazine | 2013 |
| Included in Georgia Super Lawyers for Estate Planning & Probate | Super Lawyers | 2013 |
| AV Rated | Martindale Hubbell | 2013 |
| Five Star Wealth Manager | Atlanta Magazine | 2012 |
| Committee Star | Georgia Association for Women Lawyers | 2011 |
| Five Star Wealth Manager | Atlanta Magazine | 2011 |
| AV Rated | Martindale-Hubbell | 2011 |
| AV Rated | Martindale-Hubbell | 2010 |
| Five Star Wealth Manager | Atlanta Magazine | 2010 |
| AV Rated | Martindale-Hubbell | 2009 |
| Title | Company name | Duration |
|---|---|---|
| Attorney | Morgan & DiSalvo, P.C. | 1997 - Present |
| Association name | Position name | Duration |
|---|---|---|
| Estate Planning Council of North Georgia | Board Member | 2016 - Present |
| Professional Women's Information Network, Inc. (ProWIN) | Advisory Board Member | 2015 - Present |
| Atlanta Estate Planning Council | Member | 2011 - Present |
| Estate Planning Council of North Georgia | Member | 2010 - Present |
| Stonewall Bar Association | Member | 2005 - Present |
| Atlanta Bar Association, Estate Planning and Probate Section | Member | 2005 - Present |
|---|---|---|
| North Fulton Bar Association | Member | 2005 - Present |
| Atlanta Bar Association - Small Firm/Solo Practitioner Section | Member | 2005 - Present |
| Georgia Association for Women Lawyers | Member | 2005 - Present |
| American Bar Association - Real Property, Probate, & Trust Section | Member | 1998 - Present |
| State Bar of Georgia | Member | 1997 - Present |
| American Bar Association - Taxation Section | Member | 1994 - Present |
| Professional Women's Information Network, Inc. | Board Member-at-Large | 2014 - 2014 |
| Professional Women's Information Network, Inc. | Immediate Past President | 2013 - 2014 |
| Atlanta Bar Association | CLE Board of Trustees - Member at Large | 2013 - 2016 |
| Atlanta Bar Association, Estate Planning and Probate Section | Immediate Past Chair | 2013 - 2014 |
| Atlanta Bar Association, Estate Planning & Probate Section | Chair | 2012 - 2013 |
| Professional Women's Information Network, Inc. (ProWIN) | President | 2011 - 2013 |
| Atlanta Bar Association, Estate Planning & Probate Section | Vice-Chair/Chair Elect | 2011 - 2012 |
| Collaborative Law Institute of Georgia | Member | 2010 - 2016 |
| International Academy of Collaborative Professionals | Member | 2010 - 2016 |
| Professional Women's Information Network, Inc. (ProWIN) | President-Elect | 2010 - 2011 |
| Atlanta Bar Association, Estate Planning and Probate Section | Treasurer | 2010 - 2011 |
| Atlanta Bar Association, Estate Planning and Probate Section | Secretary | 2009 - 2010 |
| Georgia Association for Women Lawyers | North Fulton Neighborhood Networking Breakfast Host & Co-Founder | 2008 - 2011 |
| Atlanta Bar Association, Estate Planning and Probate Section | Board Member-At-Large | 2007 - 2009 |
| Professional Women's Information Network, Inc. (ProWIN) | Treasurer | 2006 - 2009 |
| Professional Women's Information Network, Inc. (ProWIN) | Board of Directors | 2006 - 2014 |
| Publication name | Title | Date |
|---|---|---|
| The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - December 2016 | Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything! | 2016 |
| News Alert - October 2016 | NEWS ALERT: The IRS Just Confirmed That a QTIP Election Can Be Used With a Portability Election, Answering a Question That Has Existed Since 2010 | 2016 |
| The Passionate Planner: Morgan and Disalvo, P.C.'s newsletter - September 2016 | The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future | 2016 |
| The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - August 2016 | Georgia 529 Plans Get Even Better For Married Couples | 2016 |
| News Alert - August 2016 | NEWS ALERT: Brand New Proposed Treasury Regulations Under IRC Section 2704 May Significantly Impact Family Business & Investment Entities | 2016 |
| The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - July 2016 | Back to the Basics: First Party vs. Third Party Asset Protection | 2016 |
|---|---|---|
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Primer on Special Needs Trusts | 2015 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Special Needs Trust Accounts Created Under the ABLE Act | 2015 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction- (Updated June 2015) | 2015 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | The Essence of Estate Planning: Let the Journey Begin (Updated August, 2015) | 2015 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | VA Benefits FAQ | 2015 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014 | Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated) | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2014 | “Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter July 2014 | Casey Kasem: Lessons Learned at the End of Life | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Sep 2014 | Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2014 | Preparing for Incapacity: The Documents You Need and Traps to Avoid | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Estate Planning – The Big Picture, but Critically Important, Issues. | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | What is a Trust? | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Planning for Incapacity and Death | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Estate Planning is Not a One-Time Event | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014 | The Essence of Estate Planning: Let the Journey Begin | 2014 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | The American Taxpayer Relief Act of 2012: Estate Planning Game Changer? | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2013 | What is a Trust? | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter September 2013 | IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust? | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter December 2013 | When Mom Isn't Quite Right: Aging and Incapacity | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2013 | Basic Estate Planning Topics: What is a Self-Proving Affidavit, and Why Does My Will Need One? | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter October 2013 | Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2013 | Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012 | 2013 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Importance of Proper Asset Ownership and Beneficiary Designations | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Corporate Fiduciaries for Estates and Trusts: Reliability, Prudence, Reasonableness, protection and Peace of Mind | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Revocable Living Trusts | 2012 |
| Estate Planning for Blended Families - Let Me Count The Ways | Estate Planning for Blended Families - Let Me Count The Ways | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Planning for the Protection of the Elderly or Disabled | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Ethical Wills Revisited: What you really want to communicate to your loved ones | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter” | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Estate Planning for Blended Families - Let Me Count The Ways | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Planning for the Protection of the Elderly or Disabled | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Common Pitfalls When Planning Estates for Families with Special Needs Children | 2012 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part One | 2011 |
| The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter | Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part Two | 2011 |
| Morgan & DiSalvo, P.C.'s newsletter | Collaborative Process - The New Alternative Legal Process for Amicably Resolving Disputes | 2010 |
| Handout presented at Rainbow Wedding Network Expo | Estate Planning - Focus on Same Sex Couples | 2007 |
| School name | Degree | Graduated |
|---|---|---|
| Emory University School of Law | JD - Juris Doctor (with distinction) | 1997 |
| Georgia State University | BA - Bachelor of Arts (cum laude; with distinction in History) | 1994 |
| Conference name | Title | Date |
|---|---|---|
| The WISE Group 2018 Atlanta conference | Charitable Giving Under the 2017 Tax Act | 2018 |
| Atlanta Bar Association, Estate Planning & Probate Section, August 2018 breakfast | Endless Summers: Planning to Keep the Vacation Home in the Family | 2018 |
| The WISE Group | Trust, Conservatorship, & Guardianship Related Disputes Are Going To Explode In Number In the Future | 2017 |
| Federal Tax Day Seminar | The Top 10 Estate Facts that ALL CPAs Must Know | 2014 |
| Federal Tax Day Seminar | Understanding the Basics of the Most Common Trusts | 2014 |
| Estate Planning Conference | Estate Planning's New Paradigm | 2014 |
|---|---|---|
| Special Presentation | The 2012 Tax Act: Estate Planning Game Changer? | 2013 |
| There's Joy In Planning for the Future | Estate Planning | 2010 |
| Case name | Outcome |
|---|---|
| Estate Administration with Medicaid Recovery Issue | Resolved |
| Delaware Perpetual Dynasty Trust | Trust established |
A very good experience.
Posted by Pamela
Mon Mar 29 2010
Patient, trustworthy, competent and caring
Posted by Barbara
Fri Oct 30 2009
I felt comfortable discussing the objectives I wanted accomplished in my Will.
Posted by Marie
Tue Oct 06 2020
The Best
Posted by L Melvin Wright
Thu Aug 27 2020
Loraine DiSalvo Prepared Our Estate Plan
Posted by Bill
Tue Nov 19 2019
Estate Planning
Posted by Gloria Francingues
Sat Aug 24 2019
review of Loraine DiSalvo
Posted by Bruce
Wed Jul 03 2019
Thorough, complete and professional estate planning
Posted by Scott
Sat Jun 08 2019
Awesome Experience
Posted by Tracey
Fri May 24 2019
Loraine DiSalvo
Posted by Ned
Sat May 18 2019
Attorney endorsements
(28)Michael Doland, Business Attorney on Feb 1, 2017
Relationship: Fellow lawyer in community
The answers of Ms. DiSalvo are consistently accurate, analytic, and customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney.
Edward Hecht, Divorce and separation Attorney on Apr 12, 2015
Relationship: Fellow lawyer in community
I've known Loraine and the other attorneys at her law form for a long time and know the quality of work and care they show for their clients. You would be well represented to become a client of Loraine!
Isaias Solorzano, Family Attorney on Feb 11, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer. Very knowledgeable!
John O'Brien, Personal injury Attorney on Jul 19, 2014
Relationship: Fellow lawyer in community
An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend her to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of her clients and getting them the most favorable result possible.
Hovanes Margarian, Consumer protection Attorney on Jul 17, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Josie Siemon, Child custody Attorney on May 6, 2014
Relationship: Fellow lawyer in community
I highly endorse this lawyer. I have known Loraine for nearly a decade. Loraine is very knowledgable and genuinely cares about her clients.
Joseph Pippen, Estate planning Attorney on Mar 18, 2014
Relationship: Fellow lawyer in community
Attorney DiSalvo is a credit to the legal community and to Avvo. She has a superb rating on Avvo and makes extra effort to explain legal answers to those in need of legal information.
Richard Rosenstein, Personal injury Attorney on Jan 31, 2014
Relationship: Fellow lawyer in community
Ms. DiSalvo is a well respected tax and estate planning lawyer in the legal community. She consistently offers sound, practical and correct legal advice in the Avvo forum.
Richard Morgan, Estate planning Attorney on Jan 30, 2014
Relationship: Co-worker
Loraine is without any doubt one of the best estate and tax planning attorneys in GA. She is not only an exceptional and brilliant attorney, but her clients lover her as well, a beautiful combination.
Aaron Harper, DUI and DWI Attorney on Jan 29, 2014
Relationship: Fellow lawyer in community
Top-notch lawyer. Highly respected in the legal community.
Jennifer Gore-Cuthbert, Car accident Attorney on Dec 9, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Zahra Karinshak, Litigation Attorney on Apr 29, 2013
Relationship: Fellow lawyer in community
I have known Loraine since law school. I do not hesitate to refer clients to Loraine because I know that she will use her incredible smarts, experience, and strong work ethic to represent every client in the best possible way. I strongly endorse Loraine.
Christian Lassen, Life insurance Attorney on Mar 25, 2013
Relationship: Fellow lawyer in community
Top-notch attorney. Highly respected in the legal community.
Michael Potter, Trusts Attorney on Mar 12, 2013
Relationship: Fellow lawyer in community
Attorney DiSalvo brings a positive attitude towards Estate Planning. She looks over the horizon and tries to anticiate what may later come the client's way. She puts the interests of her clients first and is a credit to the legal profession. I am proud to endorse her as a colleague in the field of Estate Planning.
Jonathan Ginsberg, Social security Attorney on Mar 8, 2013
Relationship: Fellow lawyer in community
I met Loraine several years ago when we were both members of an elder care network. On several occasions she was able to assist me by answering questions about wills and probate, when I needed information about these topics in my own practice. When my father passed away in 2008, I hired Loraine to assist my mother and me with the probate process. I was very pleased with the quality of her work and she made a difficult time much more manageable. It has been my pleasure to refer friends and colleagues to Loraine for estate planning and probate and I can recommend her without reservation based on firsthand knowledge.
M. Miller, Personal injury Attorney on Mar 5, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Christopher Wesner, Chapter 7 bankruptcy Attorney on Feb 17, 2013
Relationship: Fellow lawyer in community
Ms. DiSalvo is a respected member of the AVVO community and the community at large. She is exactly what you want in an attorney advocating for her clients.
Scott France, Bankruptcy and debt Attorney on Feb 1, 2013
Relationship: Fellow lawyer in community
I proudly endorse this lawyer. Attorney DiSalvo is highly respected in both her legal community and within the AVVO community. As her client reviews indicate, she is patient and trustworthy and brings a wealth of experience to her practice. I would highly recommend this attorney to anyone in the Alpharetta, GA area in need of an excellent Probate Attorney
Wesley Hill, Estate planning Attorney on Oct 8, 2012
Relationship: Fellow lawyer in community
Ms. DiSalvo is an avid contributor to the Avvo community. Her answers are always well thought out and her advice is spot on. Reading her responses helps me to learn and be a better lawyer. I would heartily endorse her services to both family and friends.
Jeffrey Williams, Bankruptcy and debt Attorney on Sep 17, 2012
Relationship: Fellow lawyer in community
Loraine DiSalvo is an extremely knowledgeable, trustworthy estate planning and wealth management lawyer. Her wide experience and accumulated wisdom will serve any client in the northern Atlanta area well.
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